Jul 6, 2019
Owner, Carat Corp
The first time I contacted Whitney was early Monday morning thinking I would get a voicemail. Instead, I got a cheerful "good morning, this is Whitney!". My accountant referred IPX1031 as I considered a 1031 exchange with an investment property in Nashville to one in Atlanta which turned out to be one in New Smyrna Beach.
Whitney not only provided me sound advice and thorough explanations on all questions, she would follow up with email filled with documents supporting the complexity of the transaction, the law and guidelines to the exchange. She always picked up her phone and patiently would put me at ease with her brilliant responses. If Whitney didn't have the answer was because someone in her team was now in charge...but she would still help.
I closed on both properties with the IPX1031 exchange without a hiccup! Technically, I don't know exactly what or how they do it but it was the smoothest transaction ever and Whitney Brennan was the key player on the transaction.
Thanks again. I am confident that you will help thousands more like me make it through their doubts and subtle fears of messing up. You are a blessing!